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Note: You cannot use this window to set up, maintain, or view Tax line items. Please refer to the Contract Information video page for more information on this window/process

Benefits:

  • Streamline the job setup process as it relates to retention by choose from a pick list how the job should withhold retention
  • Cut down on confusion and avoid mistakes by having a fully defined list of retention rules

Roles:

  • Accounts Receivable Manager

Location:

  • Billing & Accounts Receivable > Setup > Retention Rule TemplatesDefines Contract Line Items and Contract Amounts for Billing Purposes
  • Handles the setup of Lump Sum, Unit Price, Cost Plus, and Time and Materials billed jobs

Roles:

  • Project Administrator
  • Billing Clerk

Location:

  • Project Management > Owner Contract Information > Schedule of Values

Video: